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Why Wallick Investments?

Our success is measured by our clients' outperformance against similarly allocated benchmarks.
Our emphasis is on adding significant value, net-of-fees, greater than what our clients can earn investing in index funds, and by outperforming our industry peers. We are portfolio managers dedicated to professional excellence, integrity and consistent results.

Our team

Professional excellence


Consistent results


5-star Overall for
WI Core Growth

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